Financial Services

Whether you're a financial services expert or novice, you understand the business. You've worked hard to gain your product knowledge. You study industry trends. But do you know how to talk to clients so they'll listen? The How to Master the Art of Selling Financial Services live audio seminar shows you how to gain the trust of others quickly and get them to like you, take your advice, and become long-term clients, which is the foundation for every successful business.

In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.

You're in sales. Whether you call it persuasion or sharing, it all boils down to the same thing: Your aim is to get other people to accept you, your product, or your idea. Within this audiobook are hundreds of ideas and essential sales phrases for doing just that. Tom Hopkins is unique in that he won't teach you any strategy that he hasn't proven to work successfully in real-life selling situations.

An industry-specific guide to the applications of advanced analytics and AI to the banking industry.

Years ago, developing and sustaining a book of business was not as big a problem for accountants, attorneys, financial planners, and other professionals as it is today. Clients were more loyal to the firms they worked with, and unlikely to shop your services, compare rates, or jump ship. Times have changed! And if you don't change along with them...well, you're not going to enjoy yourself or have as much control over your career as you deserve. Believe it or not, you can enjoy the process of expanding your client base.

The Art of Selling to the Affluent, 2nd Edition offers a detailed landscape of today's affluent. Put yourself ahead of the competition by knowing how the recession has affected purchasing behavior and where the opportunities are moving forward.

Almost 90 percent of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. This audiobook covers everything you need to know about going to the right places, saying the right things, and meeting the right people - absolutely mandatory for a financial advisor or sales producer that's serious about making more and better connections!

With record-breaking highs one minute and economy-rocking lows the next, it can seem as if there's no way to feel truly comfortable in the mysterious world of finance. But there is, and it's more accessible than you might think. Financial Literacy: Finding Your Way in the Financial Markets is an essential primer on this domain, from its functions, strengths, and possibilities to its weaknesses and vulnerabilities

LinkedIn the Sandler Way, the first audiobook release from Sandler Training and LinkedIn, offers powerful, cutting-edge best practices for effective social selling with LinkedIn. Its 25 discussions uncover big ideas for prospecting and selling online - ideas that typically haven't yet become part of a sales team's daily culture. Within just a few days, you can learn, adopt, and model these LinkedIn best practices so that they become consistent behaviors for everyone in your organization who sells for a living.

Sound interesting? The author thinks so too! Listen to Financial Literacy and learn about the money-making habits that lead to success and abundance.

With its structured approach and in-depth exploration, this book aims to equip readers with the knowledge and tools necessary to navigate the complexities of data governance in financial services, ensuring not only regulatory compliance but also operational excellence and strategic advantage.

Introducing "Get Your Paint On" - the ultimate guide to launching, managing, and scaling your very own residential interior painting business! Whether you're a novice, a skilled hobbyist, or a seasoned professional, this engaging and comprehensive eBook will equip you with everything you need to succeed in this dynamic industry. Step by step, "Get Your Paint On" walks you through the process of identifying your niche, understanding the basics of painting and material selection, and creating a bulletproof business plan. From there, it guides you through the legal requirements, branding, ...

Prepare yourself thoroughly for success on the Certified Financial Planner (CFP) exam with our comprehensive study guide. The author has meticulously crafted the study guide to assist you in mastering the essential concepts and strategies vital for excelling in the dynamic field of financial planning. Whether you're a seasoned professional seeking to enhance your knowledge or someone preparing to embark on a career in financial services, our guide serves as your indispensable companion for conquering the rigorous CFP exam. Dive deep into every facet of the CFP exam, delving into crucial ...

Unleash the Profit Potential of Money Brokering! Are you ready to embark on a highly lucrative career that offers unlimited earning potential? Imagine making $100,000 per year or more, while helping clients secure low-interest rate loans to fulfill their dreams of starting a business, purchasing a new home, or making significant life-changing purchases. With "How to Become a Profitable Money Broker," you can turn this exciting vision into a reality! Master the Secrets of the Money Broker Industry: This comprehensive guide unveils the secrets to becoming a highly successful money broker. We ...

The world's foremost producer of personal development and motivational audio programs offers an expanded version of Brian Tracy's sales classic.

Created for risk professionals and non-risk professionals alike, this easy-to-understand guide helps you meet the increasingly insistent demand to make sophisticated assessments of companies' risk exposure. It provides the latest methods for measuring and transferring credit risk, increasing risk-management transparency, and implementing an organization-wide Enterprise Risk Management (ERM) approach.

We've all had experiences with two dramatically different types of leaders. The first type drain intelligence, energy, and capability from the people around them and always need to be the smartest people in the room. These are the idea killers, the energy sappers, the diminishers of talent and commitment. On the other side of the spectrum are leaders who use their intelligence to amplify the smarts and capabilities of the people around them.

The story the Vanguard Group as told by its founder, legendary investor John C. Bogle, Stay the Course traces the history of Vanguard - the largest mutual fund organization on Earth. An engaging blend of company history, investment perspective, and personal memoir, this book provides a fascinating look into the mind of an extraordinary man and the company he created.

In The Culture Code, Daniel Coyle goes inside some of the world's most successful organizations - including Pixar, the San Antonio Spurs, and the US Navy's SEAL Team Six - and reveals what makes them tick. He demystifies the culture-building process by identifying three key skills that generate cohesion and cooperation and explains how diverse groups learn to function with a single mind.

Synthesizing the work of thinkers including Freud, Diderot, Nietzsche, and Einstein, delineating the enticing strategies of characters throughout history, The Art of Seduction is a comprehensive guide to getting what we want - any way we can. Controversial but never dull, timeless and up-to-date, it's destined to be Greene's next best seller.